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Sagar Waghela

MIS & Reporting Analyst | Revenue Forecasting | Advanced Excel & Power BI | BFSI Consulting | Capgemini

Mumbai

6+ years of work experience

Capgemini
May 20251 yrPresent

Mumbai, Maharashtra, India

- Built and maintained a multi-region revenue projection model covering 130+ resources across 5 geographies, with EUR-denominated forecasting and automated XLOOKUP integrations — used directly for leadership-level financial planning -Developed attrition rate models and headcount analytics to support workforce planning and cost forecasting for the FS-BTS practice -Designed and maintained Power BI dashboards for real-time MIS reporting, enabling stakeholders to track revenue, utilisation, and variance trends across regions -Managed end-to-end MIS reporting cycles including data consolidation, validation, and presentation-ready outputs for senior leadership -Streamlined Excel-based reporting workflows through VBA macros and structured templates, reducing manual effort and improving turnaround on recurring reports
Tata Consultancy Services
May 20221 yr 5 mosSep 2023

Mumbai, Maharashtra, India

- Managed and analysed data across 5,000+ customer provident fund accounts for a UK pension scheme client, ensuring accuracy and regulatory compliance - Trained and mentored junior associates, driving throughput to 75+ accounts processed daily and exceeding operational targets by 80% - Reduced case turnaround time by 40% through process standardisation and structured escalation protocols - Delivered account-specific insights to internal stakeholders via structured email reporting, contributing to a 30% improvement in client satisfaction scores
Apertum Online
Aug 202110 mosMay 2022

Mumbai, Maharashtra, India

• Resolving queries & complaints over E-mail for client account. (L2 associate) • Streamlined backend processes for managing customer account cases, enhancing resolution efficiency by 30%, and maintaining high satisfaction rates. • Achieved targets, KPIs, and objectives and collaborated with internal teams and departments. • Improved data accuracy and communication efficiency by designing advanced Excel reports and automated email templates, and boosted team productivity by 25% through training and onboarding. • Training / floor walking given to new Joinee's.
Spicejet Limited
Dec 20182 yrs 9 mosAug 2021

Mumbai Area, India

• Performed profiling and compliance checks, including inspection and verification of documents, in adherence to standard operating procedures. • Handled and resolved complaints at the First Point of Contact (FPOC), implementing efficient solutions that improved resolution time. • Ensured 100% regulatory compliance through thorough verification and inspection of documentation while preparing detailed daily operations reports to enhance transparency and accountability.

Education

IES's Management College and Research Centre (IESMCRC)

Master of Business Administration - MBA, Finance, General

IES's Management College and Research Centre (IESMCRC)

Thakur College of Science & Commerce

Bachelor of Commerce - BCom, Financial accounting & Auditing (special)

Thakur College of Science & Commerce

20153 yrs2018

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Headline

MIS & Reporting Analyst | Revenue Forecasting | Advanced Excel & Power BI | BFSI Consulting | Capgemini

About

Finance professional with 5+ years of experience across BFSI operations, financial reporting, and management consulting. Currently working at Capgemini within the Financial Services practice, focused on MIS reporting, revenue forecasting, and Power BI dashboards for multi-region client engagements. At Capgemini, I build and maintain Excel-based revenue projection models covering 130+ resources across 5 geographies, with EUR-denominated forecasting, Formula-driven automation, and attrition analytics - delivering insights directly to senior stakeholders. What I work with: Advanced Excel (VBA, Macros, Pivot Tables, XLOOKUP, Scenario Analysis) | Power BI | MIS Reporting | Revenue Forecasting | Financial Modelling | Stakeholder Reporting Background spans: Financial services consulting | UK pension scheme operations (TCS) | Wealth management internship (Yes Securities) | PGDM Finance - IES Management College, Mumbai I'm actively exploring roles in MIS Analysis, Financial Reporting, FP&A, and Business Analysis within BFSI in Mumbai. Open to conversations - reach me at waghela48@gmail.com

Location

Mumbai

Work experience

Consultant at Capgemini, May 2025 - Present · 1 yr, Mumbai, Maharashtra, India, - Built and maintained a multi-region revenue projection model covering 130+ resources across 5 geographies, with EUR-denominated forecasting and automated XLOOKUP integrations — used directly for leadership-level financial planning -Developed attrition rate models and headcount analytics to support workforce planning and cost forecasting for the FS-BTS practice -Designed and maintained Power BI dashboards for real-time MIS reporting, enabling stakeholders to track revenue, utilisation, and variance trends across regions -Managed end-to-end MIS reporting cycles including data consolidation, validation, and presentation-ready outputs for senior leadership -Streamlined Excel-based reporting workflows through VBA macros and structured templates, reducing manual effort and improving turnaround on recurring reports

Senior Process Associate at Tata Consultancy Services, May 2022 - Sep 2023 · 1 yr 5 mos, Mumbai, Maharashtra, India, - Managed and analysed data across 5,000+ customer provident fund accounts for a UK pension scheme client, ensuring accuracy and regulatory compliance - Trained and mentored junior associates, driving throughput to 75+ accounts processed daily and exceeding operational targets by 80% - Reduced case turnaround time by 40% through process standardisation and structured escalation protocols - Delivered account-specific insights to internal stakeholders via structured email reporting, contributing to a 30% improvement in client satisfaction scores

Associate at Apertum Online, Aug 2021 - May 2022 · 10 mos, Mumbai, Maharashtra, India, • Resolving queries & complaints over E-mail for client account. (L2 associate) • Streamlined backend processes for managing customer account cases, enhancing resolution efficiency by 30%, and maintaining high satisfaction rates. • Achieved targets, KPIs, and objectives and collaborated with internal teams and departments. • Improved data accuracy and communication efficiency by designing advanced Excel reports and automated email templates, and boosted team productivity by 25% through training and onboarding. • Training / floor walking given to new Joinee's.

Executive: Ground Services at Spicejet Limited, Dec 2018 - Aug 2021 · 2 yrs 9 mos, Mumbai Area, India, • Performed profiling and compliance checks, including inspection and verification of documents, in adherence to standard operating procedures. • Handled and resolved complaints at the First Point of Contact (FPOC), implementing efficient solutions that improved resolution time. • Ensured 100% regulatory compliance through thorough verification and inspection of documentation while preparing detailed daily operations reports to enhance transparency and accountability.

Education

Master of Business Administration - MBA, Finance, General, IES's Management College and Research Centre (IESMCRC)

Bachelor of Commerce - BCom, Financial accounting & Auditing (special), Thakur College of Science & Commerce